EQUITABLE TRUST CO
SEC Form 13F institutional filer · CIK 0000033250
13F-HR · 248 reported holdings · 2026-03-31
Equitable Trust Co is a bank trust company.
Reported long-US-equity value
$1.57B
Top-10 concentration
43.5%
EQUITABLE TRUST CO — $1.57B AUM allocation strategy
EQUITABLE TRUST CO files SEC Form 13F and reports $1.57B of long US equity value across 248 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 9.2%, followed by Financials 8.8% and Communication Services 7.1%.
The top 10 holdings account for 44% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
EQUITABLE TRUST CO — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.57B
total across 248 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
44% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$FAST +101K sh · +$5.8M+$MDT +44.8K sh · +$3.25M+$AMZN +26.7K sh · +$2.05M
Biggest trims (shares)
−$HPE −117K sh · −$2.87M−$OTIS −70.2K sh · −$6.51M−$SCHW −40.7K sh · +$970K
Exited to nil (held last quarter, gone now)
$CSGP ($6.29M last qtr)$CCI ($1.76M last qtr)$PYPL ($862K last qtr)$EOG ($756K last qtr)$KHC ($587K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services7.1%—
- Health Care Facilities4.8%—
- Asset Management & Custody Banks3.7%—
- Semiconductors3.2%—
- Systems Software3.0%—
- Technology Hardware, Storage & Peripherals3.0%—
- Transaction & Payment Processing Services2.6%—
- Broadline Retail2.4%—
- Other holdings70.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $HCA | HCA Healthcare Inc | 160K | $75.9M | +2.04K | 4.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 244K | $70.3M | -5.02K | 4.5% |
| $IVZ | Invesco Ltd | 471K | $58.6M | +8.25K | 3.7% |
| $MSFT | Microsoft Corporation | 129K | $47.8M | -959 | 3.0% |
| $AAPL | Apple Inc | 185K | $46.9M | -3.28K | 3.0% |
| $GOOGL | Alphabet Inc | 146K | $42M | -10.6K | 2.7% |
| $AMZN | Amazon.com Inc | 182K | $38M | +26.7K | 2.4% |
…and 241 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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